RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.9B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$73.2M
2
+$43.7M
3
+$24.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$11.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.5M

Top Sells

1
+$68.5M
2
+$42.8M
3
+$23.6M
4
CSCO icon
Cisco
CSCO
+$3.66M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.78M

Sector Composition

1 Technology 11.69%
2 Financials 7.43%
3 Healthcare 5.1%
4 Consumer Discretionary 5.09%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$503K 0.02%
3,407
-114
527
$502K 0.02%
21,672
+3,240
528
$498K 0.02%
5,146
+766
529
$492K 0.02%
4,231
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530
$492K 0.02%
3,848
-681
531
$487K 0.02%
591
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532
$482K 0.02%
+21,206
533
$481K 0.02%
10,131
-2,092
534
$477K 0.02%
17,125
-10,927
535
$477K 0.02%
266
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536
$469K 0.02%
868
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537
$469K 0.02%
66,665
+3,394
538
$467K 0.02%
16,485
-5,265
539
$466K 0.02%
14,460
-200
540
$465K 0.02%
1,898
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541
$463K 0.02%
6,414
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542
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7,887
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543
$459K 0.02%
451
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$452K 0.02%
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545
$452K 0.02%
9,618
+4,413
546
$451K 0.02%
7,656
+129
547
$442K 0.02%
153,652
+69,190
548
$442K 0.02%
8,210
-2,673
549
$440K 0.02%
33,107
-5,572
550
$430K 0.01%
+8,055
20 21
22
23 24